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SAGESPRING WEALTH PARTNERS, LLC: TAFI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SAGESPRING WEALTH PARTNERS, LLC on TAFI, newest first. How the timeline and the estimate are built.

SAGESPRING WEALTH PARTNERS, LLC held 436,590 TAFI shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 436,590 shares
    Change vs previous 13F +45,615 shares

    0.17% of the 13F portfolio, value $11,010,799.

    13F-HR 0002056425-26-000006 filed by SAGESPRING WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 390,975 shares
    Change vs previous 13F +47,390 shares

    0.18% of the 13F portfolio, value $9,844,760.

    13F-HR 0002056425-26-000002 filed by SAGESPRING WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 343,585 shares
    Change vs previous 13F +8,783 shares

    0.16% of the 13F portfolio, value $8,661,771.

    13F-HR 0002056425-26-000001 filed by SAGESPRING WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 334,802 shares
    Change vs previous 13F -11,474 shares

    0.17% of the 13F portfolio, value $8,483,883.

    13F-HR 0002056425-25-000006 filed by SAGESPRING WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 346,276 shares
    Change vs previous 13F +335,065 shares

    0.19% of the 13F portfolio, value $8,694,987.

    13F-HR 0002056425-25-000004 filed by SAGESPRING WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 11,211 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $281,287.

    13F-HR 0002056425-25-000002 filed by SAGESPRING WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).